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Oct 20, 2021
10/21
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so much about social commerce. pinterest is a company that should be all about social commerce and right now in the early stages of that if partnering with paypal or doing something in that nature if it is not a full-out acquisition would be so powerful for a company that has visual surge and the ability to tag products and so much consumer intent and i think what we've seen is that they're just expanding their purview into so many different areas whether it's bitcoin or something like this in social commerce. >> and partnerships. we see spotify and shopify kind of hooking up with a partnership today where artists can sell their gear through spotify using shopify and, you know, we're always mixing up their names on air anyway because they both start with and fi at the end they're together in this deal. that's helpful but partnership makes sense. acquisition. there's this temptation i think when there's a rumored acquisition or tempted acquisition, oh, yeah, i could see how this works i look forward to the explanati
so much about social commerce. pinterest is a company that should be all about social commerce and right now in the early stages of that if partnering with paypal or doing something in that nature if it is not a full-out acquisition would be so powerful for a company that has visual surge and the ability to tag products and so much consumer intent and i think what we've seen is that they're just expanding their purview into so many different areas whether it's bitcoin or something like this in...
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Feb 20, 2018
02/18
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it's the same today in regards to e-commerce. you know, by 2021, 2022, e-commerce will be $100 billion of sales where food is sold. last night as i visited a whole foods here in boca raton, there was the amazon lockers if you go to universities today, there is amazon lockers where you put in a zip code or you put in a code and you pick up your groceries. so it will be a big part of hain's growth and our business today. >> carl -- sorry, irwin, what's so hard about delivering some of these foods? there are cereals that i tried to get from amazon and tried to get from jet and they won't conveniently and consistently deliver them to me in the same packaging. i ended up getting this big tub fool of cereal in a plastic bag the last time i tried to order it it seems like it's relatively the sort of product that would be easier to deliver but sometimes foods are hard to handle online. why is that? >> so number one, again, let's come back and look at the food industry today and let's look at, you know, three channel that's are going to u
it's the same today in regards to e-commerce. you know, by 2021, 2022, e-commerce will be $100 billion of sales where food is sold. last night as i visited a whole foods here in boca raton, there was the amazon lockers if you go to universities today, there is amazon lockers where you put in a zip code or you put in a code and you pick up your groceries. so it will be a big part of hain's growth and our business today. >> carl -- sorry, irwin, what's so hard about delivering some of these...
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Jun 22, 2021
06/21
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to win in e-commerce. as i mentioned to you, e-commerce is on a massive growth path. we added four years of growth to e-commerce in the last nine months as opposed to the previous four years. here is a not so obvious fact. most of that growth, most of the dollars actually came in, in the indirect channels, and if you look at how traditionally brands have managed an indirect channel like a walmart or kroger, they have a traditional salesperson sitting down over dinner and negotiating deals. enter amazon, amazon, you can take an algorithm out for dinner, that's where commerce iq comes in, we are powering the automation engine to work with an algorithm, amazon or walmart.com or instacart .com, what is exciting for us is over a period of time this is a seven to eight x bigger opportunity than say shopify. >> going into prime day, there were some -- there are some still who are worried about supply chain issues, reducing the number of quote/unquote deals, cost pressures in shipping and we don't at this point tr
to win in e-commerce. as i mentioned to you, e-commerce is on a massive growth path. we added four years of growth to e-commerce in the last nine months as opposed to the previous four years. here is a not so obvious fact. most of that growth, most of the dollars actually came in, in the indirect channels, and if you look at how traditionally brands have managed an indirect channel like a walmart or kroger, they have a traditional salesperson sitting down over dinner and negotiating deals....
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Aug 27, 2014
08/14
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obviously, roger, a behemoth in e-commerce space and the china asset management space. a company that touches so many different lines of business. when you look at escalation in fair value of a company shares, ipo, even as revenue growth is slowing, does that smell funny to you? >> not necessarily, because the key issue of employee shares, generalizations. companies try to keep the companies as low as possible until a public offering. so at some point you have to bring everything into balance, and so traditionally you do that in time for an ipo. that is not per se an issue. kayla, i think the thing to focus on, especially alibaba, is that we're in a very low growth economy right now. and most of the growth we see in the s&p 500 has been financial engineering things like that. so companies with real underlying growth are few and far between. that's because they're stretching really far and really hard to get them, and are we willing to pay off quite a lot? and in this environment, you know, a speculative bubble and blowoff wouldn't be a huge shock, because, again, there
obviously, roger, a behemoth in e-commerce space and the china asset management space. a company that touches so many different lines of business. when you look at escalation in fair value of a company shares, ipo, even as revenue growth is slowing, does that smell funny to you? >> not necessarily, because the key issue of employee shares, generalizations. companies try to keep the companies as low as possible until a public offering. so at some point you have to bring everything into...
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Nov 12, 2020
11/20
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in particular around e-commerce spend. you know, i think that one of the reasons why the online ad markets in general throughout the course of summer and fall held up better than xbektpe exp at the start of the year is because e-commerce is so strong. we think about three years of the commerce demand. and retailers and brands and merchants have trying to capitalize on that as you have stimulus dollars come in, you had merchants react and spend more advertising dollars to reach those dollars so i think that it is something that we think about in particular into area 21 if there is more stimulus the base case is that e-commerce does slow a little bit you have a stronger e-commerce market for longer could actually create further tail wind to '21 advertising than our current base >> brian, you mentioned snap very briefly you also talk about the damage that e-commerce has given the companies. snap has benefited from this direct response and advertising and from e-commerce driving that ad business. that stock is up 8% today. wha
in particular around e-commerce spend. you know, i think that one of the reasons why the online ad markets in general throughout the course of summer and fall held up better than xbektpe exp at the start of the year is because e-commerce is so strong. we think about three years of the commerce demand. and retailers and brands and merchants have trying to capitalize on that as you have stimulus dollars come in, you had merchants react and spend more advertising dollars to reach those dollars so...
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48
Jun 15, 2023
06/23
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we're focused in commerce media. we're servicing the marketplace to bring more dollars into the marketplace. and to do that effectively means we service both sides. >> well, you have an unbelievable client list, a brand new product and i'm glad you're there because we need as much competition as possible i want to thank megan clarken. he's the ceo of criteo it's really great to meet you. thank you for coming on the slow >> thanks so much for having me. >> "mad money" will be back after the break. >> announcer: coming up, home is where the heart is how about the cash cramer lays the foundation for an investment with a builder next ♪♪ at morgan stanley, old school hard work meets bold new thinking. ♪♪ partnering to unlock new ideas, to create new legacies, to transform a company, industry, economy, generation. because grit and vision working in lockstep puts you on the path to your full potential. old school grit. new world ideas. morgan stanley. this is the all new, all electric lucid air. a car that goes as f
we're focused in commerce media. we're servicing the marketplace to bring more dollars into the marketplace. and to do that effectively means we service both sides. >> well, you have an unbelievable client list, a brand new product and i'm glad you're there because we need as much competition as possible i want to thank megan clarken. he's the ceo of criteo it's really great to meet you. thank you for coming on the slow >> thanks so much for having me. >> "mad money"...
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Nov 27, 2020
11/20
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up $5.1 billion and these predictions and can you imagine, the e-commerce giants did the most smaller merchants doubled what they normally did. they were up better than 200%. here today, we're seeing quite a bit of the returns they're expecting to see mall traffic down 30% we are seeing a lot of folks coming in and coming out with lots of bags and what's interesting is that they are parking and shopping rather than just here for pickup pickup lines with mostly empty we saw few lines early this morning. game stop hoping they might be able to do better in person. a lot of people came away disappointed with nothing in hand and tyson's corner in virginia, the line was so long that in the interest of social distancing started taking people's numbers and basically did a virtual cue. they had them -- text them as to when they could come back. we're seeing that here as well stores are having people line up outside so that they can maintain social distancing inside >> thank you so much for bringing us the latest and this year's emphasis is on e-commerce is where we start with our first guest w
up $5.1 billion and these predictions and can you imagine, the e-commerce giants did the most smaller merchants doubled what they normally did. they were up better than 200%. here today, we're seeing quite a bit of the returns they're expecting to see mall traffic down 30% we are seeing a lot of folks coming in and coming out with lots of bags and what's interesting is that they are parking and shopping rather than just here for pickup pickup lines with mostly empty we saw few lines early this...
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Sep 28, 2020
09/20
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CNBC
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what a run it has been big commerce down today, but at 24 and now trading at nearly 80. >> by the way, the producers make fun of all of us all of the time, that will never change let's drill down on some of the volatility market, it is good to see you again. >> hey, carl, thank you for have rg me. >> it doesn't sound like you think the pullback hassed in any distressing effect >> hood second-degree agood d day. either if mna activity or the ipo pipeline a lot of it is because academictivacademic ti -- executives, investors, thought that this run in in the july-august time frame was not necessarily sustainable. we are essentially discounting to the run up. that mean that'stivity remains strong it is a really strong pipeline they are mentioning the product launch that is anticipates in the other events, you're going to see a lot of deal activity. so the pull back has not really affected things on the on the banking side >> we're going to look at snowflake's debut, are we going to look back in six months and think it was historically relevant >> i think it depends on your time horizon i
what a run it has been big commerce down today, but at 24 and now trading at nearly 80. >> by the way, the producers make fun of all of us all of the time, that will never change let's drill down on some of the volatility market, it is good to see you again. >> hey, carl, thank you for have rg me. >> it doesn't sound like you think the pullback hassed in any distressing effect >> hood second-degree agood d day. either if mna activity or the ipo pipeline a lot of it is...
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49
Jan 20, 2022
01/22
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visa is a good company but if you want commerce and cross border commerce, the best way to do it is with mastercard. they are masterful it will do really well when omicron recedes. susan in california? >> caller: hey, jim, long time listenering. just wanted to talk about upstart which is something that you were recommending quite highly a few months back. >> right. >> caller: multiple times and then it suddenly went like a number stock, shot to hell what is your out look for the stock? >> well as i said, in our november conference call, where i said specifically and thank you for the call, i said that we are done with the high fliers, now we want to own companies that make a lot of money and do great things with tangible products now upstart is a profitable company. but it sells at a very high price churning multiple, more than 100 i think it will be fine but it is not what is going to work right now. we're looking for the companies that make things, product. wilmer in missouri wilmer >> caller: yes, hello. >> hi. it is all yours. what is up. >> caller: well i was curious what you had to
visa is a good company but if you want commerce and cross border commerce, the best way to do it is with mastercard. they are masterful it will do really well when omicron recedes. susan in california? >> caller: hey, jim, long time listenering. just wanted to talk about upstart which is something that you were recommending quite highly a few months back. >> right. >> caller: multiple times and then it suddenly went like a number stock, shot to hell what is your out look for...
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60
Apr 17, 2017
04/17
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by the way, e-commerce as well. e-commerce is financed through the capital markets. few of them make money. on your last piece you showed what uber performed. it will not last forever. businesses will all need to make money in the end. >> what about -- people say, all right, retail could come back. it has to be a different experience. has to be more experience aal a environmental. is that fair? >> retail never stops reinventing itself. when i started out, there was no gym in a shopping center. today i don't know of a shopping center that does not have a gym. i can give you a host of retailers that came and gone and it keeps coming and it keeps evolving. we never had that many restaurants in our shopping centers. we never had that many medical facilities. there are now a regular retailer in our shop aping center. >> they need to get better with technology as consumers use their cell phones while they shop and even in stores. what's it going to mean for jobs? we're coming off the worst two-month stretch for retail jobs since the financial crisis and big concern is this
by the way, e-commerce as well. e-commerce is financed through the capital markets. few of them make money. on your last piece you showed what uber performed. it will not last forever. businesses will all need to make money in the end. >> what about -- people say, all right, retail could come back. it has to be a different experience. has to be more experience aal a environmental. is that fair? >> retail never stops reinventing itself. when i started out, there was no gym in a...
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111
May 18, 2017
05/17
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the growth in retail and commerce, unbelievable. you look at crux, they had an event and data to make their marketing more effective and you touched on quip, had a deal at 21st century fox this quarter where they're replacing microsoft office with 20,000 users using quip. that is an incredible story. >> i'd like to hear more. i'm trying to get a sense you see the idc numbers, hear about microsoft. this has to be some share take. has to be someone, sap, oracle you won business from this quarter. they will tell you, listen, let me tell you what we won from salesforce. >> they always come and say, we're doing all this stuff against salesforce. look at that market. look at our market share line, jim, against sap and oracle. they're flat to down. we're up exponentially. there's no comparison. how they come on these shows and talk about this without numbers. these are the numbers you need to see. this is idc, an independent research firm, the top in our industry, making this incredible proclamation. >> it is independent, not just me sayin
the growth in retail and commerce, unbelievable. you look at crux, they had an event and data to make their marketing more effective and you touched on quip, had a deal at 21st century fox this quarter where they're replacing microsoft office with 20,000 users using quip. that is an incredible story. >> i'd like to hear more. i'm trying to get a sense you see the idc numbers, hear about microsoft. this has to be some share take. has to be someone, sap, oracle you won business from this...
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Nov 30, 2020
11/20
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bill ready ahead of google commerce >> thank you jon? >> let's now get to sue herrera for a news update. >> thank you, jon. here's what's happening at this hour, everyone the man who oversaw the repeal of u.s. net neutrality laws says he is stepping down early. federal communications commission chairman ajit pai said he'll leave the post on january 20th the same day president-elect joe biden is set to be sworn into office >>> the fcc also says the ban on using mobile phones in flight will continue since 2013 the commission has been considering allowing calls above 10,000 feet but they face strong opposition from pilots and also flight attendants >>> rhode island is warning its residents that hospitals are now at capacity due to the rise in covid-19 patients. this on the same day that state begins two weeks of tighter coronavirus restrictions >>> and in france, the government has dropped a controversial bill that would have limited the right to film police officers in action. over the weekend, tens of thousands of people across france mar
bill ready ahead of google commerce >> thank you jon? >> let's now get to sue herrera for a news update. >> thank you, jon. here's what's happening at this hour, everyone the man who oversaw the repeal of u.s. net neutrality laws says he is stepping down early. federal communications commission chairman ajit pai said he'll leave the post on january 20th the same day president-elect joe biden is set to be sworn into office >>> the fcc also says the ban on using mobile...
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Aug 14, 2020
08/20
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this is the new wave of commerce it's e-commerce. i do think that continues. the caveat is it would only get stim stimulus and people don't have that $600 check dor, do we get stalling in this >> do we get a stalling with walmart? maybe they're not as exposed to the stimulus check since they deal with more staples like groceries and things like that. >> i do think target and walmart are a bit insulated. if you break down some of their revenues, walmart for example, i think between 50-60% of their revenues are coming from grocery or grocery-like items. that's pretty high up in looking at a list of necessity items to your point, i mean there's this tug of war going on in terms of what stimulus is going to look like, unemployment and the benefits thereof if we don't get that right, i think some of the names in this xrt are going to feel the pain. >> steve grasso, bk mentioned a host of interesting names including etsy that's where you hand your hand crafted cheeses and homemade face masks i'm not sure what you believe in when it comes to this retail rally. >> i w
this is the new wave of commerce it's e-commerce. i do think that continues. the caveat is it would only get stim stimulus and people don't have that $600 check dor, do we get stalling in this >> do we get a stalling with walmart? maybe they're not as exposed to the stimulus check since they deal with more staples like groceries and things like that. >> i do think target and walmart are a bit insulated. if you break down some of their revenues, walmart for example, i think between...
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Nov 20, 2020
11/20
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eye 23
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so in october, 35% of respondents suggested that the e- commerce spend was up versus the prior month. and that's been consistent since the pandemic started and then as you pointed out, with cases surging in the u.s. now, you know, the e-commerce platforms are really well positioned kind of going into the peak holiday season to your point, john and also with brick-and-mortar foot traffic still likely being down so, we expect -- we expect the e-commerce platforms to drive a lot of volume in the cloud >> rent is the old saying goes, christmas comes but once a year. and so if you're looking to have the p.c. or the console, you got to sell it during the period we have to think about the apples and pcs, how important is this particular period in this particular year? >> it's huge you look at the microsoft xbox sold out demand is off the chart. they're not going to get demand set -- demand will be there but the supply won't be there until probably spring or summer in it terms of inventory so they're idling back expectations in terms of when we can get devices in our house obviously the power
so in october, 35% of respondents suggested that the e- commerce spend was up versus the prior month. and that's been consistent since the pandemic started and then as you pointed out, with cases surging in the u.s. now, you know, the e-commerce platforms are really well positioned kind of going into the peak holiday season to your point, john and also with brick-and-mortar foot traffic still likely being down so, we expect -- we expect the e-commerce platforms to drive a lot of volume in the...
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Feb 14, 2017
02/17
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or an commerce for that matter. stick with cramer. bin barbh. yes! much monavavsin yes! witcng to geico. much monavavsin finus ulsave you fieen percent me. whnext? ithis is elfhodor! hodhh, ho much monavavsin finus ulsave you fieen percent me. you wat g thr t? inconceirelyu be siius i amerus d ca me ley?at's unmited effect. stamoutertait d hairectv. dataen stch at wiss , aming iphone's unmited effect. 7 s. ♪ it's notitour datrt. ♪ ♪ aheadspoiyo es and es . ♪ >>> i like to say there is always a bull market somewhere and i promise to find it for you on "mad money." i'm jim cramer and i will see you tomorrow. eart are ey fight?atever. h e eawall. 3. i want something special for the customer who's lookin' for it. their products could add real sizzle to my restaurants. that is truly one of the best burgers i have ever eaten in my life. you gave us the challenge, and look what we did. tilman: i love it. but whether i can stomach the cost, i just don't know. let's go, guys, come on. a maker of flashy furniture that
or an commerce for that matter. stick with cramer. bin barbh. yes! much monavavsin yes! witcng to geico. much monavavsin finus ulsave you fieen percent me. whnext? ithis is elfhodor! hodhh, ho much monavavsin finus ulsave you fieen percent me. you wat g thr t? inconceirelyu be siius i amerus d ca me ley?at's unmited effect. stamoutertait d hairectv. dataen stch at wiss , aming iphone's unmited effect. 7 s. ♪ it's notitour datrt. ♪ ♪ aheadspoiyo es and es . ♪ >>> i like to say...
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Dec 17, 2020
12/20
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when you talk about e-commerce and digital, what is going on with your real estate? as you look ahead to your real estate footprint, how different does it need to look a couple years from now >> the biggest learning is that drive-through hasets haassets hn able to buck the trend drive-through cafes which provide this off-premise convenience to customers have done much better we're going to double down on expanding drive-through assets that's one clear trend the second is i see going forward the new cafes we're going to build are going to be smaller box, smaller in terms of footprint, perhaps smaller on-premise seating for our custome customers, more off premise convenience and more digitally enabled. so smaller box, more off premise and also more drive-throughs, at least at panera. >> just fascinating stuff. more drive-throughs are the future thanks so much for joining us to talk about panera today. >> it's a real pleasure. thank you. >> and check out bitcoin this morning. another all-time high above 23,000 rgad what's behind the latest sue on cnbc.com. we are back i
when you talk about e-commerce and digital, what is going on with your real estate? as you look ahead to your real estate footprint, how different does it need to look a couple years from now >> the biggest learning is that drive-through hasets haassets hn able to buck the trend drive-through cafes which provide this off-premise convenience to customers have done much better we're going to double down on expanding drive-through assets that's one clear trend the second is i see going...
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0.0
Aug 31, 2022
08/22
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we saw this in e-commerce. now we're seeing it expanding into other areas i wonder, dee, how long before this moves outside -- it's really -- the consumer is at the root of all of this. digital consumer behavior, e-commerce, marketing connected to e-commerce. >> bed bath & beyond, it's brick and mortar, too. what else? >> in that sense, right, this is not a surprise this is one of the first shoes to drop when we knew the economy would be slowing we knew it would hit digital advertising which is often the canary in the coal mine. it's not, say, a deceleration in cloud growth which would mean another part of the employee kmooe was slowing. the markets were down big premarket. now snap is up more than 7.5%. the market is telling us they think the worst is over. can we be confident in that? did we just hear from fed chair powell on friday saying there's more pain for households and businesses to come snap is taking its medicine now. you can argue it's in a much more vulnerable position than even other ad players li
we saw this in e-commerce. now we're seeing it expanding into other areas i wonder, dee, how long before this moves outside -- it's really -- the consumer is at the root of all of this. digital consumer behavior, e-commerce, marketing connected to e-commerce. >> bed bath & beyond, it's brick and mortar, too. what else? >> in that sense, right, this is not a surprise this is one of the first shoes to drop when we knew the economy would be slowing we knew it would hit digital...
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70
Feb 8, 2021
02/21
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eye 70
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that is e-commerce you have been recommending an e-commerce etf that saxo bank has. so far the performance year-to-date is pretty impressive, up almost 15%. do you worry about the potential for higher taxes in that space going forward and over the weekend here in the uk there's been a lot of discussion about the potential to introduce a so-called amazon tax or an online sales tax for e-commerce retailers. >> yes i think the big established e-commerce companies, amazon and the likes, will increasingly get regulatory scrutiny, so to speak. i think we're moving into the next phase of e-commerce, which has basically gone through, you know, a 15, 20-year very successful period, which interestingly enough goes back to reflationary because i think the success of e-commerce and digitalization and underinvestment in the physical world. coming back to the e-commerce basket in which we have credit ourselves and the etf is a good way to get exposure to this, we think there's plenty of growth in e-commerce over the next 15, 20 years in the developed world, we have reached pretty
that is e-commerce you have been recommending an e-commerce etf that saxo bank has. so far the performance year-to-date is pretty impressive, up almost 15%. do you worry about the potential for higher taxes in that space going forward and over the weekend here in the uk there's been a lot of discussion about the potential to introduce a so-called amazon tax or an online sales tax for e-commerce retailers. >> yes i think the big established e-commerce companies, amazon and the likes, will...
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Jul 1, 2020
07/20
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CNBC
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eye 62
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data centers with video conferencing, e commerce, so much data and all got to go somewhere. what's your take on equinix? >> buy let's go to chase in texas, chase. >> caller: what up, j-chill? >> i could take a few people down the other day i had to chief them a little what's going on? >> caller: hey, wanted to just give a big reminder to the listeners, please, please, please wear your masks. >> thank you >> caller: chill i know you like online retail. i like online retail we all like it as of late. i have owned this stock for a few months now and have got to see it double. it's an e commerce platform and has huge upside potential because they are thinking differently about the way online shopping should be done. >> all right >> caller: what is my play for this chinese surging stock -- >> it's red hot. pin du do, dou and i thank you r the kind comments and yes, wear a mask lisa in missouri lisa >> caller: cramer, thank you very much for taking my question. >> of course. >> caller: i have a question for you. i liked your opinion on prolodges. i'd like to start a position in th
data centers with video conferencing, e commerce, so much data and all got to go somewhere. what's your take on equinix? >> buy let's go to chase in texas, chase. >> caller: what up, j-chill? >> i could take a few people down the other day i had to chief them a little what's going on? >> caller: hey, wanted to just give a big reminder to the listeners, please, please, please wear your masks. >> thank you >> caller: chill i know you like online retail. i like...
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123
Nov 11, 2015
11/15
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speaking of which, first up is chinese e-commerce giant alibaba. breaking its own singles day record. sales have just ended, and you are going to look here at a live shot of the national aquatic center in beijing where alibaba hosting what it calls its 11-11 global shopping festival. earning $14 billion this singles day. jack ma, the pecktive chairman telling us earlier this morning on "squawk on the street" it's growth growth in e-commerce that is giving it a shot in the arm. >> it's slowed down because the traditional way of prompting the economy like exporting and investment is getting slowing down. the investment infrastructure, but domestic mount issing always a big headache in china in the past 20 years, and today because of the internet, because of e xhes every commerce, we are getting this on a bet. i think today we see that the demand is there. the opportunities, the potential is there. we are luck where i wr we are the company to be the first engine of that economy. >> haeny, the final figure we're told about $14.3 billion u.s. how do you
speaking of which, first up is chinese e-commerce giant alibaba. breaking its own singles day record. sales have just ended, and you are going to look here at a live shot of the national aquatic center in beijing where alibaba hosting what it calls its 11-11 global shopping festival. earning $14 billion this singles day. jack ma, the pecktive chairman telling us earlier this morning on "squawk on the street" it's growth growth in e-commerce that is giving it a shot in the arm....
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Nov 17, 2015
11/15
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eye 53
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investing in e-commerce and wages. it's that wage aspect i think and it is more the cost side than the revenue side that's going to hurt them and hurting them way more than expected when they originally announced the wage hike and of course we know that from a month ago. >> yeah, the e-commerce angle is interesting and important going forward. it counts for 7.2% of overall retail sales in the u.s. take a look at the mix between walmart and amazon, well, walmart is lagging behind. they only saw $12.2 billion in online sales last year. amazon generating $89 billion in online sales. >> that's why. >> that is such a big difference and you have to wonder, despite this $2 billion investment that walmart is making into e-commerce now can they ever catch up with the likes of amazon? it seems like they'll always be trailing behind? >> they were lowering their guidance on the added spend, right? to get into the e-commerce space but also the strong u.s. dollar is impacting their sales as well. strong u.s. dollar that we just talk
investing in e-commerce and wages. it's that wage aspect i think and it is more the cost side than the revenue side that's going to hurt them and hurting them way more than expected when they originally announced the wage hike and of course we know that from a month ago. >> yeah, the e-commerce angle is interesting and important going forward. it counts for 7.2% of overall retail sales in the u.s. take a look at the mix between walmart and amazon, well, walmart is lagging behind. they...
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Mar 7, 2017
03/17
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just a few minutes in the department of commerce behind me. it subpoena 11 a.m. in wall street, and "squawk alley" is live. >>> good morning and welcome to is "squawk alley." breaking news out of commerce this morning wilbur ross is about to make a statement. >>> total combined criminal and civil penalty paid to the departments of commerce, justice, and treasury. with this action, we are putting the world on notice. improper trade games are over with. those who flaut our economic sanctions, export control laws, and any other trade regimes will not go unpunished. they will suffer the harsh of consequences. this case is just the beginning. under president trump's leadership we will have the dual purpose of protecting american national security and protecting american workers. it was as insulting as it was dangerous will improve by the court first pay an immediate out of pocket monetary penalty of $892 million. zte has then agrees further to a seven-year suspended denial order and a seven year $300 million suspended fine. both of which provide long-term deterrents t
just a few minutes in the department of commerce behind me. it subpoena 11 a.m. in wall street, and "squawk alley" is live. >>> good morning and welcome to is "squawk alley." breaking news out of commerce this morning wilbur ross is about to make a statement. >>> total combined criminal and civil penalty paid to the departments of commerce, justice, and treasury. with this action, we are putting the world on notice. improper trade games are over with. those...
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Dec 24, 2009
12/09
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so if you look at overall e-commerce and they're gaining share. the biggest companies are definitely gaining share within e-commerce and we see that as a big opportunity for us. look at amazon an incredibly successful company and they're putting pressure retailers and that's why companies work with gs ito help so we can really help to better compete against some of the most difficult companies to compete with today. >> thank you, marshall. michael and marshall, appreciate your time and happy holidays. >> up next, why bowl season is killing colleges. darren rovell will explain. eee >>> it is college football bowl season and many schools are fining they can't sell out their ticket allotment to fans. our darren rovell here to tell us what is going on there. >> i guess this is the cost of doing business, but you get invited to a bowl game. schools are going to have to guarantee that they'll buy a huge amount of tickets, but schools are finding they're eating the cost now more than ever before. why? it starts with the rising cost of travel. fan have
so if you look at overall e-commerce and they're gaining share. the biggest companies are definitely gaining share within e-commerce and we see that as a big opportunity for us. look at amazon an incredibly successful company and they're putting pressure retailers and that's why companies work with gs ito help so we can really help to better compete against some of the most difficult companies to compete with today. >> thank you, marshall. michael and marshall, appreciate your time and...
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Oct 14, 2015
10/15
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companies like wish and jet, which is an e-commerce play. these businesses are a real threat to wal-mart. people stimplly find it less preferable to walk into a store when they can get the same things on-line delivered very, very quickly in some cases in near real-time for the seam or lower price. >> you wrote that the -- >> yes, carl. i'm sure he was this morning knowing what was to come. you know, certainly last year at the analyst day we heard the same hinge from wal-mart. talking about that this year would be a year of investment, and clearly we are just getting started when it comes to investment spend. you can blame amazon. they are forcing them to camp up with their e-commerce brand on-line and make the storage more compelling. >> stacy, it seems like 75% of this hit is because of the wage increase that they expect. is this because of a change in leadership thinking with new people at the top at wal-mart, or had they just kept wages so low for so long that they absolutely could not sustain that anymore? >> last quarter 90 basis points
companies like wish and jet, which is an e-commerce play. these businesses are a real threat to wal-mart. people stimplly find it less preferable to walk into a store when they can get the same things on-line delivered very, very quickly in some cases in near real-time for the seam or lower price. >> you wrote that the -- >> yes, carl. i'm sure he was this morning knowing what was to come. you know, certainly last year at the analyst day we heard the same hinge from wal-mart....
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Oct 19, 2016
10/16
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helping small business simplify e-commerce.
helping small business simplify e-commerce.
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Nov 30, 2015
11/15
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double digit growth in commerce? incredible. >> well, reflective of what we've been talking about all morning. >> i wish the united states post office would offer some projections. >> they'll lose money. i'll project that. >> u.p.s. had a not great quarter, the stock doesn't come in at all. amazon up, which you knew would happen. you knew netflix would go up. these are unstoppable forces. between now and year-end, managers have to show they own amazon. it's too risky for them not to show that. remember when people used to short amazon on the cash flow. >> of course. it's amazing to look at the company now. $318 billion. >> apple can't get out of its way. i thought it had a good holiday season. don't sell it. just saying. amazon -- i was on amazon a bunch of times this weekend. probably a half dozen times. >> that many times? >> yeah. checking bargains, seeing what to do. my daughter sent me a list, i sent her a list. i send her my amazon gift list. i'm tired. here's what i want. i want the primo levy complete package
double digit growth in commerce? incredible. >> well, reflective of what we've been talking about all morning. >> i wish the united states post office would offer some projections. >> they'll lose money. i'll project that. >> u.p.s. had a not great quarter, the stock doesn't come in at all. amazon up, which you knew would happen. you knew netflix would go up. these are unstoppable forces. between now and year-end, managers have to show they own amazon. it's too risky for...
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0.0
Jan 20, 2023
01/23
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put it together, the e commerce space isn't destroyed by post covid. if you look at the underlying numbers, e commerce continues to take share from brick and mortar retail, not as fast as 2020. the stocks got way too ahead of themselves and had to come back pl hold it, don't buy it. there are e commerce plays i'm willing to get behind that truly prioritized profitability and that's etsy, and chewy and "mad money" is back after the break >> announcer: coming up, with changes a foot, we make sense of netflix' quarter, next at adp, we understand business today looks nothing like it did yesterday. while it's more unpredictable, its possibilities are endless. from paying your people from anywhere to supporting your talent everywhere, we use data driven insights to design hr solutions and services to help businesses of all size work smarter today. so, they can have more success tomorrow. ♪ one thing leads to another ♪ [office sounds] ♪upbeat music♪ ♪♪ ♪when the day that lies ahead of me♪ ♪♪ ♪seems impossible to face♪ ♪a lovely day (
put it together, the e commerce space isn't destroyed by post covid. if you look at the underlying numbers, e commerce continues to take share from brick and mortar retail, not as fast as 2020. the stocks got way too ahead of themselves and had to come back pl hold it, don't buy it. there are e commerce plays i'm willing to get behind that truly prioritized profitability and that's etsy, and chewy and "mad money" is back after the break >> announcer: coming up, with changes a...
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0.0
May 5, 2022
05/22
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the decline is this an e-commerce recession? we look at shopify the earnings show the same stru struggles hitting competitors. consumers returning to stores. jeffries says numbers are worse thanexpected, but see value in acquisition of deliver,. bulls see near term head winds to be transitory shares are down more than 17%, adding to year to date heavy losses there's a bear case to be made hit it earlier the idea that tobias is looking for founder share is interesting. what did they call it, adam neumann-y. as you see more, it begs the question, is this what we want to see from ceos. >> okay. governance is important, but the idea of talking toby luke in and adam in the same sentence is ridiculous what shopify is doing is a powerful trend in e-commerce in digitization and transformation of small business. that was important in the pandemic i think businesses have gotten that i don't know what the right value for shopify is, not my job, but i think it is interesting to see which companies have the capital and vision to invest in th
the decline is this an e-commerce recession? we look at shopify the earnings show the same stru struggles hitting competitors. consumers returning to stores. jeffries says numbers are worse thanexpected, but see value in acquisition of deliver,. bulls see near term head winds to be transitory shares are down more than 17%, adding to year to date heavy losses there's a bear case to be made hit it earlier the idea that tobias is looking for founder share is interesting. what did they call it,...
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Aug 10, 2021
08/21
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you say that you actually like the e-commerce pace. i think when people hear that, they perhaps think, yeah, we know, amazon, amazon is that what you're thinking or what are you looking at? >> yeah, amazon certainly sits at the hub of the e-commerce ecosystem but there are many other companies and other industries that also stand to benefit from the rise of e-commerce this back-to-school shopping season is going to set another all-time record with a projected $37.1 billion in sales most of that being derived, we believe, online. if you look at some of the names and opportunities that are presented as a result of online commerce, you look to names such as square. they're the mobile payment provider and the provider of other online solutions you look at a name such as 1-800-flowers, the online provider of flowers and other food type of items and of course u.p.s. u.p.s. is vital to the e-commerce ecosystem in terms of distribution and delivery. and guess what, they also happen to have an attractive yield. so we do believe there's more ups
you say that you actually like the e-commerce pace. i think when people hear that, they perhaps think, yeah, we know, amazon, amazon is that what you're thinking or what are you looking at? >> yeah, amazon certainly sits at the hub of the e-commerce ecosystem but there are many other companies and other industries that also stand to benefit from the rise of e-commerce this back-to-school shopping season is going to set another all-time record with a projected $37.1 billion in sales most...
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Oct 21, 2021
10/21
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but guys, when we look at the pinterest paypal deal, this is really all about social commerce here and the idea that perhaps pinterest hasn't been able to monetize those users as well as they could be throughout the pandemic and you take a look at a company like shopify, julia, which has done a really good job in that place right at the intersection of social commerce combining payments as well as social platform and getting merchants on them. >> yeah, deirdra, i think that's absolutely right i mean, if you look at paypal and all the acquisitions and different moves it's made, this would be such a massive acquisition compared to its other deals, which you know the biggest deal it's made so far was honey for $4 billion so this would be really a dramatic change. and if it does end up making this deal for pinterest, it would really seem to be in response to the pressures of shopify. one thing i would just note here, jon, if we talk about shopify, we should bring up etsy etsy shares getting a boost yesterday from this news because right now pinterest is an advertising company. but in partn
but guys, when we look at the pinterest paypal deal, this is really all about social commerce here and the idea that perhaps pinterest hasn't been able to monetize those users as well as they could be throughout the pandemic and you take a look at a company like shopify, julia, which has done a really good job in that place right at the intersection of social commerce combining payments as well as social platform and getting merchants on them. >> yeah, deirdra, i think that's absolutely...
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Nov 28, 2016
11/16
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and we wanted to take a look at exactly how much of total spending e-commerce is becoming. at first data, for first data merchants, a quarter of transactions took place online, and that is a multiple of what that stat was in just recent years. interestingly, we're talking about consumers that are transacting online and on mobile. it's largely been a place that consumers have been searching for what they wanted to shop, but we're still not seeing perfect conversion of searches into actual sales. adobe insights said that 55% of shopping took place online, but only 36% of sales, so the conversion still isn't perfect. i know that's something we're going to be talking about. the nrf, though, today cyber monday expects 122 million people to be hitting their browsers. first data, according to its exclusive hourly statistics has already seen about 10% to 15% growth over 2015 activity, and, of course, it's early in the work day and usually that activity ramps up later through the day. we're going to be talking more about that, about cybersecurity, and the outlook for the holiday sea
and we wanted to take a look at exactly how much of total spending e-commerce is becoming. at first data, for first data merchants, a quarter of transactions took place online, and that is a multiple of what that stat was in just recent years. interestingly, we're talking about consumers that are transacting online and on mobile. it's largely been a place that consumers have been searching for what they wanted to shop, but we're still not seeing perfect conversion of searches into actual sales....
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Aug 9, 2016
08/16
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>> e-commerce is a scale game. you want to get as much leverage as you can on your fixed infrastructure. as you get bigger, cost of goods goes down and more leverage. >> what happens with walmart behind the scenes? i guess part of that is having a lot of stuff already on hand. part of it would be what? working with vendors too? >> i think it gives us scale almost overnight. because they're doing hundreds of billions of dollars of revenue and have incredible purchasing power. i think the store network is a powerful asset for any company to leverage. >> we've looked at our mutual dc's to mark each other's operations. it's a lot of back end stuff we can do together to accelerate in addition to the ideas. >> the front end you already said, doug, you're keeping jet.com separate from walmart.com. but the back end, how soon until you can combine those things? >> that'll take some time. the technology platforms are different. that will take time before we show the customers something we want to launch. people are going to
>> e-commerce is a scale game. you want to get as much leverage as you can on your fixed infrastructure. as you get bigger, cost of goods goes down and more leverage. >> what happens with walmart behind the scenes? i guess part of that is having a lot of stuff already on hand. part of it would be what? working with vendors too? >> i think it gives us scale almost overnight. because they're doing hundreds of billions of dollars of revenue and have incredible purchasing power. i...
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Jan 5, 2021
01/21
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there is so much room in e-commerce if you look at what happened in e-commerce in the u.s., we were 20% penetrated in digital. it rose the fastest growth in hist rich. history. it's not just those names. but the market is so big and amazon, obviously, has i think the earth's widest selection. but they, you know, we look at what happened with instacart and doordash with being able to get thinged delivered on demand and what value they created and airbnb in travel and who thought they could compete against booking and other public companies? there is so much room for opportunity and now they're well capitalized. they have strong balance sheets and the money to grow the next three to five years. >> a lot of enthusiasm about the e-commerce space after the stay at home period spencer, you're bullish on e-commerce as well i want to ask you about one of the other public companies that's one of your top holdingsen that is faceboholdins and that's facebook. are you concerned about kbe tigs th competition and we're talking a lot about the rise of tiktok >> facebook has a lead in social networking
there is so much room in e-commerce if you look at what happened in e-commerce in the u.s., we were 20% penetrated in digital. it rose the fastest growth in hist rich. history. it's not just those names. but the market is so big and amazon, obviously, has i think the earth's widest selection. but they, you know, we look at what happened with instacart and doordash with being able to get thinged delivered on demand and what value they created and airbnb in travel and who thought they could...
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146
May 7, 2014
05/14
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the chinese e-commerce giant files for u.s. listing and reveals it's already handling more transactions than amazon and ebay combined. >>> hsbc profits down 20% in the first quarter. weakness in investment banking way. the lender saying it's seeing muted customer activity. >>> investors keep a big eye on washington today. fed chair janet yellen begins two days of hearings on capitol hill on the u.s. economy and monetary policy. >>> you're watching "worldwide exchange," bringing you business news from around the globe. >> a very good morning to you. if you've just joined us state side, welcome to your global trading day here. u.s. equities down, the dow down 129 points, the s&p having its worst day in nearly a month. this morning, above fair value at 27 points. the s&p 3 points above fair value and the nasdaq, 3 points below fair value. small cap stocks like yelp and athena health losing a bit of market cap. facebook shares and other social media stocks also lower. facebook down 4.3%. but lots of excitement over disney's report
the chinese e-commerce giant files for u.s. listing and reveals it's already handling more transactions than amazon and ebay combined. >>> hsbc profits down 20% in the first quarter. weakness in investment banking way. the lender saying it's seeing muted customer activity. >>> investors keep a big eye on washington today. fed chair janet yellen begins two days of hearings on capitol hill on the u.s. economy and monetary policy. >>> you're watching "worldwide...
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Sep 17, 2019
09/19
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target and wal-mart went up this they had no e commerce chewy has e commerce that's what they are >> pete, you know the stock on the relative low list was wal-mart and wal-mart on the high list. >> they are going lower everything amazon does has zero margin except one thing awsp everything else is a low margin business try to attack everybody. and they've been losing losing lose losing every time. >> i'm not arguing to buy amazon boitd. >> i could take you both on. but i mean i think -- i've actually agree with what you are saying target and wal-mart have been great to own in the environment. you've seen a resalgs. i don't think you want to compete with amazon. you can't argue that amazon hasn't crushed the competition and worried about profitability later. and berewarded for it. i think in this environment at choua that's what worries me about chewy. december 10th you have an expiration longup in the stock something else to think about that. >> you did the bk did this and did you the pete like this. >> we are do this all the time. >> jimmie doesn't like that. >> no jimmie doesn't li
target and wal-mart went up this they had no e commerce chewy has e commerce that's what they are >> pete, you know the stock on the relative low list was wal-mart and wal-mart on the high list. >> they are going lower everything amazon does has zero margin except one thing awsp everything else is a low margin business try to attack everybody. and they've been losing losing lose losing every time. >> i'm not arguing to buy amazon boitd. >> i could take you both on. but i...
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0.0
Aug 24, 2021
08/21
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>> that's sort of the best part of this idea of social commerce. if you look at tiktok, one of the fastest growing entertainment plat formzforms oe planet we're getting shopify merchants this new way to reach those audiences. we have been experimenting with tiktok for a little while now, october 2020, we began with a paid video ad experiment for merchants. we extended that channel, but this is the first collaboration that brings organic discovery and new shopping experience for merchants. in terms of the creator economy, in the year that ended in june 2021, a record 5.4 million business applications were filed in the u.s that is huge that is an increase of almost double the relatively stable prior 15-year average of 2.8 million business applications. and a lot of those business applications, they are creators, and so i think that the fact that the creator economy is estimated to be 50 million strong and has -- is reportedly worth $100 billion, it means that creators can now begin to monetize across more service, more channels. but it also speaks to
>> that's sort of the best part of this idea of social commerce. if you look at tiktok, one of the fastest growing entertainment plat formzforms oe planet we're getting shopify merchants this new way to reach those audiences. we have been experimenting with tiktok for a little while now, october 2020, we began with a paid video ad experiment for merchants. we extended that channel, but this is the first collaboration that brings organic discovery and new shopping experience for merchants....
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27
Oct 21, 2021
10/21
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CNBC
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eye 27
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which is $42 there are different scenarios where the e-commerce is undervalued relative to where it's trading overall when we look at comparable companies, they trade at one or more times sales multiples this is possible and being analyzed but there are a lot of risk factors and separating the two businesses will not be easy. they will have to go over hundreds of service agreements clearly the customers on the channel behaving and shopping in both digital and physical. >> thanks for coming on. i am confused. is it possible that the rest of macy's, with the debt, bricks and mortar and some under scale, is worth negative depending how they divide up the e-commerce sales? >> that's an interesting part of the story. the rest of the business he would model as declining 3 to 4% and model the digital business growing 9 to 11% thinking about a sum of parts, clearly an valuation would be lower on the brick and mortar business but a physical presence helps you acquire stores online. the customer experience occurs across the channels. macy's has real estate we have quantified that at $2 billion.
which is $42 there are different scenarios where the e-commerce is undervalued relative to where it's trading overall when we look at comparable companies, they trade at one or more times sales multiples this is possible and being analyzed but there are a lot of risk factors and separating the two businesses will not be easy. they will have to go over hundreds of service agreements clearly the customers on the channel behaving and shopping in both digital and physical. >> thanks for...
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25
Oct 13, 2020
10/20
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eye 25
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covid-19 demand w that, e-commerce penetrations rises to 17%. tha that's a 5% penetration jump it's a big change. we've seen e-commerce penetration rise about 1% a year the past five years. but with the pandemic driving the demand surge, we're really seeing a big pull forward. and the categories that are driving it are really big. consumables, food and beverage, home, among others and so now we actually expect $1 trillion in e-commerce sales by 2022 which is two years than we expected >> john, you mentioned consumables, food and beverage i anticipate that is a category that may slow down go back to prior levels post pandemic once people can go out to restaurants or to the store more freely than they do now. is that something you anticipate to continue to grow or have that growth slow down or revert back? >> you know, we think consumables which is, you know, personal care, household goods and food and beverage will be drivers going forward. these two categories doubled and they drove about a third -- they're driving about a third of the increment
covid-19 demand w that, e-commerce penetrations rises to 17%. tha that's a 5% penetration jump it's a big change. we've seen e-commerce penetration rise about 1% a year the past five years. but with the pandemic driving the demand surge, we're really seeing a big pull forward. and the categories that are driving it are really big. consumables, food and beverage, home, among others and so now we actually expect $1 trillion in e-commerce sales by 2022 which is two years than we expected >>...
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Aug 25, 2020
08/20
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and the e-commerce trend as well as the ability for its ads to drive the e-commerce sales now, that report was issued before facebook announced this new shop destination which further shows facebook's interests in profiting from social commerce. john, back to you. >> julia, thanks greg, you've got firsthand experience when it comes to rolling out e-commerce features. i also think about facebook. they launched facebook watch that didn't really explode on to the scene. marketplace, not sure how well that's done. what do they need to do with these shops to make sure they have kind of a bigger impact than maybe some of the other efforts have >> well, again, i'll be interested to explore what they've done further however, certainly, what, you know, customers across the entire kind of global e-commerce ecosystem are looking for is great selection, great prices. so, you know, from the facebook, they've been dabbling with the marketplace. and, you know, as has google, you know, as google recently also lowered their commissions and waived seller fees so, i think what you'll see, the pandemic has pr
and the e-commerce trend as well as the ability for its ads to drive the e-commerce sales now, that report was issued before facebook announced this new shop destination which further shows facebook's interests in profiting from social commerce. john, back to you. >> julia, thanks greg, you've got firsthand experience when it comes to rolling out e-commerce features. i also think about facebook. they launched facebook watch that didn't really explode on to the scene. marketplace, not sure...
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0.0
Aug 17, 2021
08/21
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e-commerce to hit $75 billion this year. that's a number they don't normally give us and that is just its own good. so x marketplace goods, not a gmb number, pure sales number for walmart. when i asked brett bigs about the slow growth, he said, there are going to be quarters where stores lead the way and quarters where online leads the way and over the last two years, e-commerce sales have doubled. now, he said he focuses on the total revenue, the total sales number, and that total revenue number is impressive this quarter, in fact, the third biggest quarterly revenue ever for walmart, and the highest nonholiday quarter ever when you're looking at revenue. and another key growth area for walmart is advertising business, calls it walmart connect the retailer said that ad sales growth is strong globally with sales nearly doubling in the u.s. versus last year with active advertisers up 170% morgan stanley estimates the ad business will hit $4 billion by the year 2025. shares of walmart relatively flat higher by just about half
e-commerce to hit $75 billion this year. that's a number they don't normally give us and that is just its own good. so x marketplace goods, not a gmb number, pure sales number for walmart. when i asked brett bigs about the slow growth, he said, there are going to be quarters where stores lead the way and quarters where online leads the way and over the last two years, e-commerce sales have doubled. now, he said he focuses on the total revenue, the total sales number, and that total revenue...
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Oct 16, 2015
10/15
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you would think e-commerce and mobile commerce would be important enough that they would be committing that $20 million to rnd, ma &, other things to improve the outlook for their business. i thought that was an interesting comment to look at the outlook for the business. >> just to be fair, apple is doing a massive buy back, but i wonder, what do you say to wal-mart's argument that we've got these stores, we've got a renown renown renowned distribution thet work, and we're -- what more do they need to do in order to try to catch up with the likes of an amazon? >> i think when you are in a business that's got a huge amount of physical infrastructure, you know, you look at the u.s. postal service trying to compete with fedex. that hasn't gone very well. its not easy. i'm not saying this is an easy decision for a company like wal-mart. you've got to be a lot more aggressive. i thought it was interesting that the four folks on stage at their analyst meeting were all middle-aged and older white males. those are not the kind of guys. they understand the mobile mom. they are international. t
you would think e-commerce and mobile commerce would be important enough that they would be committing that $20 million to rnd, ma &, other things to improve the outlook for their business. i thought that was an interesting comment to look at the outlook for the business. >> just to be fair, apple is doing a massive buy back, but i wonder, what do you say to wal-mart's argument that we've got these stores, we've got a renown renown renowned distribution thet work, and we're -- what...
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Oct 10, 2017
10/17
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customers and these same customers spend more in the store after they become e-commerce so it's not that you're losing sales to e-commerce at the expense of bricks and mortar >> all right, guys, lady, excuse me, thank you. take care, good to have you on >> thanks. >>> switching focus. at least ten dead as wildfires spread across northern california's wine country, forcing thousands to evacuate, while destroying hundreds of homes and businesses our aditi roy is in santa rosa now with the latest. aditi? >> reporter: hi there, wolf. that's right, this neighborhood has been incredibly affected by these wildfires. it's basically been decimated to the ground take a look behind me. this is a car, it's barely recognizable out this way we're stepping in what was the driveway of a home. this was the garage and take a look back here that's just an empty shell that remains of the front of this home it is a community that's been devastated by these wildfires, fires that have killed ten people and left 20,000 people fleeing for their lives. they have affected nine counties in california, most of
customers and these same customers spend more in the store after they become e-commerce so it's not that you're losing sales to e-commerce at the expense of bricks and mortar >> all right, guys, lady, excuse me, thank you. take care, good to have you on >> thanks. >>> switching focus. at least ten dead as wildfires spread across northern california's wine country, forcing thousands to evacuate, while destroying hundreds of homes and businesses our aditi roy is in santa rosa...
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Apr 13, 2023
04/23
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chamber of commerce. our brian schwartz is here now to discuss why now, brian >> well, you know it is really interesting, it is post his time in the trump administration, this particular new business lobbying group, the american free enterprise chamber of commerce is looking for big players, particularly in the republican party, to jump on board, in midterm, to bill barr, basically an adviser to them, when it comes to potentially challenging in court some of joe biden's business regulations >> what is their distinguishing characteristic that is going to set them apart from the positions of the chamber of commerce which represents big businesses and main street businesses, or mid-sized businesses. >> well, they would argue that they are actually really trying to push more and more of the small business side of lobbying. now, that defeats the merits of what they're saying publicly and who their members are when it comes out who they are, but that's what they're saying, they're claiming they're the alternati
chamber of commerce. our brian schwartz is here now to discuss why now, brian >> well, you know it is really interesting, it is post his time in the trump administration, this particular new business lobbying group, the american free enterprise chamber of commerce is looking for big players, particularly in the republican party, to jump on board, in midterm, to bill barr, basically an adviser to them, when it comes to potentially challenging in court some of joe biden's business...
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Dec 3, 2021
12/21
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we're taking e-commerce returns in the stores. so we're really trying to do is build that sort of intersection of customers that shops both channels. >> and others are trying to do that and they have not been as successful as you are. one other thought that i think people miss about you, you were an essential retailer during the height of the pandemic maybe again, i'm trying to get people familiar with you, you stayed open and it had a major effect on your business. >> that is right so when covid first began to emerge in the spring of 2020, by virtue of the fact that we carried work boots and work apparel, we were deemed essential. and what that enabled us to do is continue to service our customers, albeit sales were depressed for a short period of time we were able to retain our store managers and most of our field team and as you know, most of our competition within the industry is a series of a few hundred mom and pop western retailers and because most of them didn't carry enough work product to be deemed essential, they have t
we're taking e-commerce returns in the stores. so we're really trying to do is build that sort of intersection of customers that shops both channels. >> and others are trying to do that and they have not been as successful as you are. one other thought that i think people miss about you, you were an essential retailer during the height of the pandemic maybe again, i'm trying to get people familiar with you, you stayed open and it had a major effect on your business. >> that is right...
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Jun 29, 2022
06/22
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the real opportunity and the reason bill is there is to find opportunities for them within commerce and shopping and how they will maconetize. >> to what degree can they pivot if the consume says i'm done buying stuff for my house? >> it's been the two massive ad categories all yearlong. they are the cbs primetime audience, if you will. that sort of audience that is coming to pinterest. they are atratracting advertises in those other spaces. i think you saw and tehe earning announced in april, it's under pressure in terms of supply chain, inflation and the rest. they will have inflation for sure we have other categories that are growing. >> it's great to have your insights thanks for joining us. >> thank you >> be sure to tune in tonight. mad money tonight at 6:00 eastern. carl >>> another leadership change taking place today outside of tech mark trenton out as ceo of bed bath and beyond. shares close to session low after a multi-year push to revive the brand and online sales. stocks down more than 40% below it's 2014 all time high. we'll be right back. when you need help it's great to
the real opportunity and the reason bill is there is to find opportunities for them within commerce and shopping and how they will maconetize. >> to what degree can they pivot if the consume says i'm done buying stuff for my house? >> it's been the two massive ad categories all yearlong. they are the cbs primetime audience, if you will. that sort of audience that is coming to pinterest. they are atratracting advertises in those other spaces. i think you saw and tehe earning...
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Dec 30, 2020
12/20
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sales three to five x the return rate is experienced from e-commerce sales versus in store. so it's going to be a whopper of one. i for one know that today i'm planning on returning some items later in the afternoon and i was just in starbucks picking up a coffee and overheard some women talking about their day of putting together boxes to drop things off for returns. >> you also shared another shocking statistic that returned inventory creates 5 billion pounds of landfill waste each year and the process emits over 15 million metric tons of carbon dioxide. is there a way to cut down on this and make the process more efficient for the environment? >> there is for sure it's really getting as efficient as possible about when a return comes back, connecting it to its next buyer as quickly as you can with the least amount of touches and shipments in between so it's really using technology when a return is first initiated to identify where it's finally going to ending up going to be resold for the for the best price and trying to cut out all the steps that you can in between. >> h
sales three to five x the return rate is experienced from e-commerce sales versus in store. so it's going to be a whopper of one. i for one know that today i'm planning on returning some items later in the afternoon and i was just in starbucks picking up a coffee and overheard some women talking about their day of putting together boxes to drop things off for returns. >> you also shared another shocking statistic that returned inventory creates 5 billion pounds of landfill waste each year...
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Aug 27, 2020
08/20
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if you want to talk about e-commerce volumes, right now amazon is 39% of the e-commerce business in the united states and walmart is somewhere around 5 or 6%. walmart closing that gap is enormous there's no question walmart has taken the technology transfer from jet we laugh when they paid $3 billion for it but it actually got them going in the right direction. flipcart to me, i'm not sure what the right multiple is for that they paid $16 billion but that also gives them a huge marketplace. >> karen, you obviously think you're not going to be waiting until you're blue in the face on this one if you're holding it. >> walmart's color is blue no, i don't think we'll be waiting until we're blue in the face it has been rerating already i think one other potential side effect that i don't know how to think about it if this happens and if walmart is able to generate the sales as they hope, i was thinking that target is probably a little bit hurt by that, not that there's not room for target there is i like target too. i'm long target. but i could see some of the target customers sort of being
if you want to talk about e-commerce volumes, right now amazon is 39% of the e-commerce business in the united states and walmart is somewhere around 5 or 6%. walmart closing that gap is enormous there's no question walmart has taken the technology transfer from jet we laugh when they paid $3 billion for it but it actually got them going in the right direction. flipcart to me, i'm not sure what the right multiple is for that they paid $16 billion but that also gives them a huge marketplace....
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May 22, 2015
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m-commerce is about 15% of all digital commerce. the desktop is holding 85. >> is it going to keep going? >> no question. i still think there is enough high price point buying that is going to be done that is going to be a long while before the desktop is threatened. >> we had a debate about the accuracy and efficacy the way the government collects data. does the government need to rethink the way it calculates retail sales gyp the fact you are seeing this tremendous growth and now it's 15% of all retail sales? >> i'm not sure if there is a need to redo the computation of sales. there's been some debate about whether inflation is being measured correctly and whether the basket approach being used today. one of the things holding down prices is the internet. it's making it too easy for consumers to find the lowest price. i have to believe that's holding down overall spending. >> in the next hour we'll talk about a new ipad that is 12 inches wide where you can have all the screens open at once. >> there you go. >> we'll see how it imp
m-commerce is about 15% of all digital commerce. the desktop is holding 85. >> is it going to keep going? >> no question. i still think there is enough high price point buying that is going to be done that is going to be a long while before the desktop is threatened. >> we had a debate about the accuracy and efficacy the way the government collects data. does the government need to rethink the way it calculates retail sales gyp the fact you are seeing this tremendous growth...
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Aug 16, 2022
08/22
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there is so much competition for instance, big commerce bigc one of your picks. e-commerce b to b. b to c makes sense ever commerce digital across multiple industries but how do you know these are the best stewards of your capital and you shouldn't just stick with some of the flashier names? >> a couple things on that one is of course you never know. right? with any management team whether a small cap or large cap company as we've learned over the years you don't really know any more than you can discern by going through the balance sheet, income statement, making sure all the numbers really add up and that business is as good as it sounds. what we also know is that all of these big names that everybody knows in the market place whether amazon, apple, microsoft, google, they were all small companies once they were all small, untested companies with untested management teams what we want to look for are business models that make sense. we want to look for metrics that support what the management team says we do want some external validation whether things like the gartner quadrants
there is so much competition for instance, big commerce bigc one of your picks. e-commerce b to b. b to c makes sense ever commerce digital across multiple industries but how do you know these are the best stewards of your capital and you shouldn't just stick with some of the flashier names? >> a couple things on that one is of course you never know. right? with any management team whether a small cap or large cap company as we've learned over the years you don't really know any more than...
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Aug 12, 2015
08/15
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it's the biggest e-commerce company in china and they have more than 80% of the market and e-commerce is part of the overall in china. so this is the best play in china for e-commerce and you need to be in this. a little bit of momentum came off. there's a direction going on but that's fine. at the end of the day this is the best way to play the e-commerce. >> the biggest e-commerce player in china. will today's results for the company be an important read through for the country as a whole? >> yes. it will give us some indication of what the sentiment is and where the market is going but not overall. i think e-commerce has such has not been impacted overall and the foreign exchange is really -- and this is a company that has 90% of its sales in china. i don't think the exchange rate should impact them that much. maybe in alibaba.com where you have the international sales. but that should help when the currency is devalued. that should make it cheaper to sell more but overall, 90% of the sales come in china. it's a very china sen trick company. you will get some indication, i think mo
it's the biggest e-commerce company in china and they have more than 80% of the market and e-commerce is part of the overall in china. so this is the best play in china for e-commerce and you need to be in this. a little bit of momentum came off. there's a direction going on but that's fine. at the end of the day this is the best way to play the e-commerce. >> the biggest e-commerce player in china. will today's results for the company be an important read through for the country as a...